See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,507 | $118,849-51.6% | $96,562-40.4% | $167,490-65.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.20% | 50.49%-31.3pp | 37.78%-18.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $6,244 | $3,120+100.2% | $2,356+165.0% | $4,837+29.1% |
| Participant deferral / active EE | $7,805 | $4,616+69.1% | $3,849+102.8% | $6,341+23.1% |
| Admin fee / account holder | $3,006 | $8,065-62.7% | $6,181-51.4% | $12,309-75.6% |